Estate planning strategies
Retirement Foundations for Young Families
This webinar explored how young families can build a strong financial future. It covered retirement planning basics, effective saving strategies, and tips for balancing short- and long-term goals, helping participants make confident, informed decisions.
Estate Planning Strategies
In this session, we explored essential estate planning strategies for families. The video covered ways to protect your loved ones, structure your will, plan for incapacity, and use trusts and beneficiary designations effectively. Viewers gained practical insights to preserve family wealth, minimize taxes, and ensure their estate is managed according to their wishes.
Tax Savings Strategies
In this session, we explored practical income tax savings strategies for individuals and families. The video covered ways to reduce taxable income, maximize RRSP and TFSA contributions, leverage available deductions and credits, and plan withdrawals strategically. Viewers gained actionable insights to optimize their tax situation and make informed financial decisions for the year ahead.
Spring Clean Your Finances
Refresh your financial game plan with practical tips to organize, optimize, and declutter your finances. Perfect for those looking to streamline spending, revisit goals, and boost financial wellness this spring.
RRSP Savings Strategies
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